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James Whitworth

Leavell Investment Management, Inc.

Assets Managed
$2.736B
Holdings
633
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.18%(2Q avg: 6.82%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Leavell Investment Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 633 positions.

Assets under management

The assets under management (AUM) of Leavell Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.736B in assets, with a quarterly growth rate of 12.18% and a 2-quarter average growth rate of 6.82%. The portfolio is managed by James Whitworth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.53%
6.4%
$174.869M
873,950 shares@ $200.09 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Increased 0.59%
5.08%
$138.808M
507,282 shares@ $273.64 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.13%
2.59%
$70.608M
244,014 shares@ $289.36 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 291.94%
2.24%
$61.072M
758,002 shares@ $80.57 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 392.42%
2%
$54.672M
621,914 shares@ $87.92 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.05%
1.78%
$48.524M
70,652 shares@ $686.81 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.61%
1.59%
$43.393M
609,022 shares@ $71.25 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 4.05%
1.48%
$40.296M
763,756 shares@ $52.76 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -0.04%
1.39%
$37.826M
109,988 shares@ $343.91 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.14%
1.28%
$34.941M
98,890 shares@ $353.33 avg price

1-10 of 633